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Unified Financial Services

Unified Financial Services?uq=hBqTzBbB
1994 FOUNDED
M&A STATUS
1-10 EMPLOYEES
Buyout/LBO LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of financial advice and planning services. The company offers business planning, aged care financial advice, business insurance advice, investment advice, small business financial advice, retirement advice and similar other advice.

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Primary Industry
Consulting Services (B2B)
Other Industries
Other Financial Services
Parent Company
Primary Office
  • Carlton Clocktower Complex Suite 21
  • (Ground Floor) 255 Drummond Street
  • Victoria, Victoria 3053
  • Australia

+61 (03) 0000 0000

Unified Financial Services Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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Unified Financial Services Former Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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Unified Financial Services Executive Team (1)

Name Title Board
Seat
Contact
Info
Michelle Tate-Lovery Managing Director & Principal Specialist Financial Adviser for Health Professionals